Primerica Shareholder Services app icon

Apps Like Primerica Shareholder Services for iPhone and iPad

View balances, complete transactions, track history

View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.

by The Bank of New York Mellon Corporation★ 4.330 ratingsFinanceFreeData updated 2026-09-06

Primerica Shareholder Services screenshots

Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  1. Investor Mind app icon

    Investor Mind

    Md Sifat Ul Haque

    Value stocks with financial analysis

    Analyze company fundamentals with financial statements, key metrics, and valuation models. Track stock performance and compare companies. Receive real-time market updates and expert insights. Set investment goals and monitor progress over time.

    ★ 4.54 ratingsFinanceFreeData updated 2026-09-06
  2. XIRR.LIVE app icon

    XIRR.LIVE

    REEDOS SOFTWARE SOLUTIONS PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Sajag app icon

    Sajag

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage assets

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-11
  4. Mintbox Advisory app icon

    Mintbox Advisory

    MINTBOX ADVISORY LLP

    Track assets and view portfolio reports

    Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-12
  5. FinDarts app icon

    FinDarts

    FINDARTS FINSERV PRIVATE LIMITED

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-06
  6. Solertia app icon

    Solertia

    The Solertia Group Limited

    Invest in properties and manage portfolios

    Explore property investment opportunities with real-time data and detailed property listings. Manage investments, track performance, and receive alerts. Set budgets, view financial reports, and access support resources.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. BitradeX app icon

    BitradeX

    BITRADEX FINTECH LIMITED

    Manage crypto assets with AI insights

    Manage cryptocurrency portfolios with AI-driven investment strategies. Track assets, set goals, and receive tailored recommendations. Trade using credit card or bank transfer without KYC. Monitor performance and adjust strategies manually.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  8. Goldstar Financial app icon

    Goldstar Financial

    Fine Advice Private Limited

    Track investments and manage portfolio assets

    Manage and track investment portfolios with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View historical performance reports and download complete portfolio details. Access transaction statements for any period.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-13
  9. Johnson and White app icon

    Johnson and White

    Johnson and White Wealth Management, LLC.

    View account info, check balances, contact advisor

    View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  10. Peterson Rogers app icon

    Peterson Rogers

    Maddix Wealth LLC

    View account info, check balances, contact advisors

    View account details and balances. Contact investment advisory team directly. Access real-time account updates and transaction history. Send inquiries and receive support through in- messaging.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  11. SIP Calculator with SIP Plans app icon

    SIP Calculator with SIP Plans

    Sadgun Infotech

    Calculate SIP returns monthly, yearly, quarterly

    Calculate SIP returns for monthly, yearly, or quarterly investments. Estimate maturity amount and compare different SIP . Set investment goals and track progress over time.

    ★ 4.98 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.